Joel Greenblatt's SW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 656,496 shares of Smurfit Westrock Plc (SW) worth $25.39 M, representing 0.09% of the portfolio. First purchased in 2025-Q3, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in SW, representing a fresh investment thesis on this company. Largest addition occurred in Q4 2025, adding 342,428 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Smurfit Westrock Plc (SW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Smurfit Westrock Plc (SW) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +342,428 | Add 109.03% | 656,496 | $38.67 |
| Q3 2025 | +314,068 | New Buy | 314,068 | $42.57 |
Joel Greenblatt's Smurfit Westrock Plc Investment FAQs
Joel Greenblatt first purchased Smurfit Westrock Plc (SW) in Q3 2025, acquiring 314,068 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Smurfit Westrock Plc (SW) for 2 quarters since Q3 2025.
Joel Greenblatt's largest addition to Smurfit Westrock Plc (SW) was in Q4 2025, adding 656,496 shares worth $25.39 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 656,496 shares of Smurfit Westrock Plc (SW), valued at approximately $25.39 M.
As of the Q4 2025 filing, Smurfit Westrock Plc (SW) represents approximately 0.09% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Smurfit Westrock Plc (SW) was 656,496 shares, as reported at the end of Q4 2025.